To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services.
Key Accountabilities:
- Drive new business sales
- Provide training and support to Distribution
- To obtain buy-in and support from Distribution
Education:
- LLB or suitable Law Degree or Diploma in Trust and Estate Planning.
- CFP would be an advantage.
Experience:
- At least 5 years’ experience in Fiduciary Services, with a key focus in trust and estate planning.
- Dealing with and engaging with Distribution Channels.
- Dealing with the professional and Private Client markets.
Knowledge and Skills :
- An in-depth knowledge of Fiduciary Services, including:
- Wills drafting
- Estate administration
- Trust administration
- Trust and Estate planning
Competencies :
- Strong interpersonal skills.
- Ability to build strong relationships and to expand network of support.
- Ability to engage and obtain support from Distribution.
- Ability to provide training on Fiduciary Services to Distribution.
- Resilience.
- Ability to work without supervision.
- Ability to drive regional sales.
- Ability to co-ordinate and act as a liaison between client/broker or planner/product provider.
